See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,761 | $90,503-37.3% | $78,689-27.9% | $273,961-79.3% |
| Participation rate | 52.2% | 76.5%-24.3pp | 73.6%-21.4pp | 83.0%-30.8pp |
| Annual return | 9.33% | 75.60%-66.3pp | 62.18%-52.8pp | 41.45%-32.1pp |
| Employer contribution / active EE | $419 | $3,176-86.8% | $2,851-85.3% | $4,869-91.4% |
| Participant deferral / active EE | $4,031 | $3,901+3.3% | $3,517+14.6% | $5,287-23.8% |
| Admin fee / account holder | $173 | $5,263-96.7% | $4,510-96.2% | $10,132-98.3% |